Finance advisor jobs in DeLand, FL - 172 jobs

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you Passive income opportunities and bonus programs Fully paid study programs for insurance licensing SIE, Series 6, Series 63, CFP Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Progressive advancement opportunities Retirement savings program and more Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ********************************

OUC - The Reliable One, is presently seeking an Energy Portfolio Analyst (Day Ahead Trading) to join the Electric & Water Production division. At OUC, we don't just work - we're building a bright future of innovation and transformation for future generations. We are looking for a strategic, detail-oriented professional with strong analytical skills and energy market expertise to support operational planning and wholesale energy marketing for the Florida Municipal Power Pool (FMPP). In this role, you will manage portfolio operations, optimize generation resources, and engage in energy transactions that balance reliability with cost-effectiveness. In this role, you will be responsible for performing unit commitment, load forecasting, and next-day/hourly energy marketing functions. You will develop fuel consumption forecasts, evaluate weather and transmission service impacts, execute wholesale market transactions, and support the Energy Control Center in economic dispatch decisions. The position also requires coordinating with FMPP members on outage planning, operational testing, and financial settlement activities. We are looking for a collaborative team player who thrives in a fast-paced environment and can translate complex data into actionable strategies for reliable, economic portfolio management. OUC is an industry leader and the second largest municipal utility in Florida committed to innovation, sustainability, and our community, OUC's mission is to provide exceptional value to our customers and community by delivering sustainable and reliable services and solutions. Join a team of visionary Change Agents, Strategists, and Community Ambassadors who understand the vital role of diverse experiences in powering creativity and industry transformation. At OUC, each position contributes to the success and achievement of our goals. Click here to learn more about what we do. The ideal candidate will have: Bachelor's degree in Engineering, Business, or a related field (MBA preferred); in lieu of a degree, an equivalent combination of education, experience, and certifications may be considered. 3+ years' experience in Bulk Power System Operations, Unit Commitment, or Energy Marketing (5+ preferred), including 2+ years as an Energy Marketer with direct experience in portfolio optimization, trading, or scheduling utility commodities. Proficiency in load forecasting, economic dispatch, and wholesale energy markets, with the ability to analyze data and execute profitable transactions. Experience with production cost modeling software (GenTrader preferred), OATI applications (OASIS, eTag, web Trader). NERC System Operator Certification at the “Balancing and Interchange Operator” level (preferred). Strong analytical, communication, negotiation, and problem-solving skills with the ability to work collaboratively in a fast-paced, dynamic environment. OUC offers a very competitive compensation and benefits package. Our Total Rewards package includes, to cite a few: Competitive compensation Low-cost medical, dental, and vision benefits and paid life insurance premiums with no probationary period. OUC's Hybrid Retirement Program includes a fully-funded cash balance account, defined contribution with employer matching along with a health reimbursement account Generous paid vacation, holidays, and sick time Paid parental leave Educational Assistance Program, to include tuition reimbursement, paid memberships in professional associations, paid conference and training opportunities Wellness incentives and free access to all on-site OUC fitness facilities Access to family-oriented recreational areas Paid Conference and Training Opportunities Free downtown parking Hybrid work schedule Click here to view our Benefits Summary. Salary Range: $104,000 - $160,000 annually - commensurate with experience Location: 6003 Pershing Ave, Orlando, FL 32822 Please see below a complete Job description for this position. Job Purpose: Responsible for performing the Operational Planning and Wholesale Energy Marketing functions for the Florida Municipal Power Pool (FMPP). This includes, but is not limited to, load forecasting, unit commitment, providing fuel consumption forecasts, engaging in profitable (or cost-saving) energy transactions, and coordinating with FMPP generation owners, transmission planners, and the Energy Control Center (ECC). Primary Functions: Perform all aspects of Unit Commitment, Next Day Energy Marketing, and Hourly Energy Marketing tasks with minimal supervision; Support multiple and concurrent FMPP members' requests for unit/resource availability (outages), and testing requirements to ensure most cost-effective solution is developed and implemented; Evaluate multiple sources of weather forecasts and develop Native Load Forecast for the Florida Municipal Power Pool (FMPP) Balancing Authority (BA); Collect and review Transmission Service Provider offerings and limitations for connecting the multiple areas of FMPP and integrate into daily operational plans; Analyze and develop optimized daily operational plans to serve FMPP demand; Interact with external wholesale energy market, analyze routine transactions, and execute transactions that maximize profit and savings; Generate and submit Transmission Service Requests (TSR) and e-Tags as required by Wholesale Market activity and Network Customer requirements; Implement all daily Network Customer plans for FMPP BA members and deliver required reports to Network Transmission Providers as appropriate; Compose required data to populate Energy Accounting Tools with accurate records of wholesale market and intra-Pool activities for proper financial balancing and invoicing; Develop and deliver fuel consumption forecasts in support of daily operational plans; Participate in team discussion and evaluation of complex energy transactions; Advise the FMPP Generation System Operator on economic dispatch of the BA; Participate in team discussions and objective evaluation of daily resource planning, optimization, and market interactions to be presented to various FMPP committees; Develop, create, and deliver reports of daily operational plans and market activity; Perform callout duties, as required, due to significant changes in system conditions - including, but not limited to, interaction with wholesale market, redeveloping daily operational plan, and delivering adjusted fuel consumption forecasts; Coordinate multiple FMPP member Network Customer requirements for the BA; Assist the FMPP Clearinghouse Price (CHP) Administrator in troubleshooting any balancing or financial departures within the FMPP settlement process; Participate in ad-hoc analysis in support of FMPP (Sub) Committee and Task Force requests; Participate in development, testing, and maintaining tools required to perform above duties effectively and efficiently; Perform other duties as assigned. Technical Requirements: Working knowledge of all, but not limited to, the following: Bulk Power Operations; Engineering principles related to: Power Production and Bulk Power (i.e. Incremental and Average Heat Rates, MWh, mm BTU); Unit Commitment and Economic Dispatch; Market Position Analysis (Production and Avoided Costs); Load Forecasting; NERC Standards; Familiarity with all, but not limited to, the following: Wholesale Energy Trading Software Applications Production cost modeling software (GenTrader preferred); OATI OASIS OATI eTag OATI web Trader Power Pool Operations Network Integration Transmission Service (NITS) Related industry, organizational and departmental policies, practices, and procedures; legal guidelines, ordinances, and laws; Effective written and verbal communications skills; Strong negotiation skills and ability to discover near term market conditions to optimize our profitability in the wholesale energy market through transactions traded around our generation assets and resources; Strong analytical skills and ability to draw reasonable conclusions and make recommendations based on available data, facts, and uncertainty; Ability to: Apply a variety of procedures, policies, and/or precedents; Participate in cross-functional teams, analysis, and projects; Make arithmetic computations using whole numbers, fractions and decimals; compute rates, ratios, and percentages; Use Microsoft Office Suite (Word, Excel, Outlook, etc.) and standard office equipment (telephone, computer, copier, etc.). Education/Certification/Years of Experience Requirements: Bachelor's Degree in Engineering, Business, or related field of study from an accredited college or university. In lieu of a degree, equivalent combination of education, experience, certification may be substitutable. Minimum of three (3) years of experience in Bulk Power Operations, Unit Commitment, Energy Marketing, or Power Plant Control Center Operations; Experience in unit commitment and/or trading and scheduling utility commodities (preferred); NERC System Operator Certification with a minimum level of “Balancing and Interchange Operator” (preferred). Working Conditions: This job is absent of disagreeable working conditions. This job consists of working in an office environment. Physical Requirements: This job consists of frequent speaking, hearing, typing, reading, writing and detailed inspection, and sitting. OUC-The Reliable One is an Equal Opportunity Employer who is committed through responsible management policies to recruit, hire, promote, train, transfer, compensate, and administer all other personnel actions without regard to race, color, ethnicity, national origin, age, religion, disability, marital status, sex, sexual orientation, gender identity or expression, genetic information and any other factor prohibited under applicable federal, state, and local civil rights laws, rules, and regulations . EOE M/F/Vets/Disabled

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: - Experience selling investments and providing financial plans - Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth - Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents - Ability to partner and promote lead generation - Manages goals, prioritizes tasks and comfortable working in a fast paced environment - Ensures all new & existing clients are provided with a planning experience - Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts - Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client's relationships with Bank and refers to Retail and Wealth partners & affiliates as needed - Implements and executes a differentiated service model/experience for Wealth clients - Meets quarterly and annual sales goals - Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience - Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners - Executes in thorough manner that is compliant with regulations, policies and procedures - Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) - Ensures all Continuing Education requirements are attained - Responsible for understanding and adhering to Bank & Wealth Policies and Procedures - Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures - Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed - Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team - Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff - Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm - Represents Wealth to the general public in a professional manner - Is involved in the community and support charity and community initiatives We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements -Bachelor's degree strongly preferred -2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required -Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals

Financial Advisor - Orlando, FL Empower Lives. Build Your Future. Thrive in Orlando, FL Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Orlando, FL, as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity. At Coastal Wealth, we don't just offer jobs - we cultivate careers. Here, you'll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that's invested in your success. What You'll Do: Partner with clients to develop personalized financial strategies and long-term plans. Offer guidance on investments, retirement, insurance, and wealth protection. Build lasting relationships and grow your client base through trust and results. What Makes Us Different: Entrepreneurial Freedom - Be in business for yourself , but never by yourself . Innovative Tools & Resources - Access cutting-edge tech and training to grow your practice. Custom Solutions - Offer a full suite of financial products tailored to individual client needs. Compensation & Benefits: Commission-Based Role - Unlimited earning potential based on your effort and success. Performance-Based Rewards - Your income reflects the value you bring. Comprehensive Benefits Package - Including medical, dental, life, disability, and retirement plans. Subsidized Benefits - For qualified Financial Services Representatives (contractual eligibility applies). Ongoing Development - Coaching, mentorship, and advancement opportunities. Schedule: Full-Time | Monday-Friday This is more than a job - it's your chance to create a business and legacy you're proud of. Join a firm that's focused on helping you grow - personally, professionally, and financially. Qualifications 215 License Needed Series Mass Mutual Company Series 7,6 and SIE preferred Must be in the Miami, FL area Sales Experience Needed Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analysis Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Upside Earning Potential Compensation $65,000 - $100,000+ About Coastal Wealth At Coastal Wealth, we're more than a financial solutions firm - we're your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future. Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life. What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that's as unique as your aspirations.

UHNW Financial Advisor - #1 Wealth Management Firm - Virtual - 27739476 Our client is the world's largest Wealth Manager, ranked #1 in Client Satisfaction and making incredible Offers to join them Right Now! They are looking for UHNW Wealth Management Owners, VP's, Managing Directors and Financial Advisors in California, Florida, Massachusetts, Texas and every Major City in the US! If you are a Wealth Management VP, Managing Director, Director, Senior Investment Advisor, Wealth Management Advisor, Financial Consultant, Private Wealth Advisor, Team Banker for Ultra High Net Worth, Private Client Advisor, VP Wealth Management Banker, Relationship Banker, etc. with (7-30) years of experience , (5) years in current role , a Book of Business of $100M+ and Trailing-12 Months Production from $1M-$10M+ or more, our Client wants to make you an Offer! We are not asking any Advisor, Managing Director, VP, Owner or Team to interview! This is a Competitive Sign-On Bonus and Annual Earnings Package Opportunity! Compare Our Client's Offer with Your Current Career Path and get back to us ASAP! Again, If you are a Financial Advisor, Private Banking Advisor, Owner, VP or Managing Director, with (7-30) years of experience, a Book of Business of $100M+, T-12 Months Production from $1M-$10M+ or more, we want to make you an Offer! Our client offers a Sign-On Bonus from $1M-$5M+ or Higher (Based on T-12), Base Salary from $400K-$500K+ (Based on T-12), Total Earnings from $750K-$1M+ (No Cap) and They Buy Your Book @ Retirement . This Offer can be extended to You alone or You & Your Team, with each Financial Advisor getting a Sign-On Bonus Check + Base Salary (based on T-12)! Our client has multiple, immediate Owner, VP, Managing Director & Financial Advisor "offerings" in California, Florida, Mass., Texas and all Major Cities in the US! Our client prefers Advisors, VP's, Managing Directors, Owners, etc. from Wealth Management companies like Morgan Stanley, Merrill Lynch, Bernstein, Raymond James, Fidelity, Northwestern Mutual, Goldman Sachs, JP Morgan Chase, VP's @ Banks of Wells Fargo, BNY Mellon, Citi, Republic Bank, Truist Financial or Regional Banks of PNC and Fifth Third, etc.. Here's Why You'll Love These Opportunities: Strong $250K-$500K+ Base Salary, $1M-$5M+ Sign-On Bonus (Both based on T-12) + They Buy Book @ Retirement! Our client will move Your Book of Business, which you still own , with NO hurdles on your end and assume 100% of the Risk! If Your Advisory Team is Brought Over, Each Financial Advisor will Receive a Sign-On Bonus & Base Salary (per T-12)! You'll also get some of the Highest Commission Rates in the Market Today. After Allocations you are not responsible for Managing Portfolios. Your Support Group is made up of Private Client Associates and they handle routine Client Inquiries & Other Logistics. Our Client covers All Expenses and offers Matching 401K! Exceptional Training, Support and Great Offices for Presentations. $1M-$5M+ Sign-On Bonus, based on current T-12 Income + They Buy Your Book @ Retirement! Here's What You Bring To The Table: (7-30) years experience as a successful Owner, VP, Managing Director, Wealth Manager, Financial Advisor, etc.. Currently Managing a $100M Book (or higher) of Business and T-12 Production anywhere from $1M-$10M (or more). Private Client Banking Sales or Service in Wealth Management or Investments Successful Mutual Fund or Hedge Fund Reps (including Sales Managers, VP's or Owners). Looking for Top 10% of Owners, VP's, Managing Directors, Wealth Managers, Financial Advisors, etc... Successful, Stable & Well-Connected in Your Community! Base Cities: Multiple offerings state-wide in California, Florida, Mass., Texas and all Major Cities in the US! Territory: Local Community, where you are Well-Connected! Base Salary: $400,000.00 - $500,000.00 + Or Higher (Based on Book & T-12). Total Earnings: $1,000,000.00+, No Cap, + Sign-On Bonus ($1M-$5M+) + Buy Your Book @ Retirement (Based on T-12). Benefits: Promotions + 1st Class Support + All Expenses + Robust Benefit Package + Matching 401K + Client Associates. Relocation: No Travel: 10% Number of Openings: Multiple openings in California, Florida, Mass, TX and all Major Cities in the US! If you wish to be part of this successful and vibrant organization, please email a MS Word version of your resume to *********************************. This company is an Equal Opportunity / Affirmative Action Employer. Cube Management is a leading recruiting and consulting partner to emerging growth, mid-market and global companies in the technology, manufacturing, healthcare, consumer package goods and business service sectors. We work across the spectrum of Operations, Sales, Marketing, Safety, Engineering, Accounting and Business Development, providing holistic solutions that drive revenue and profit success. Cube Management combines Strategy, Process and People, to produce great results. For a complete listing of our current job listings please visit **************************************************

Grimes & Company Wealth Management, LLC is a thriving Registered Investment Advisory firm headquartered in Westborough, Massachusetts with satellite offices and employees strategically located across the U.S. As our firm continues to grow, we are looking to add an experienced Financial Advisor to our dynamic and client-focused team. Recently named one of the 2025 Best RIAs to Work For, this is an exciting opportunity to join a trusted and expanding organization dedicated to helping high-net-worth individuals and families achieve their financial goals. About the Role - c andidates local to Orlando, Florida are encouraged to apply. As a Financial Advisor at Grimes & Company you will serve as a trusted partner, providing tailored investment and wealth management strategies while collaborating with our internal advisory team to deliver comprehensive financial solutions. You will have the support of a collaborative team of specialists across investment management, financial and retirement planning, and insurance, allowing you to deliver holistic, personalized advice that makes a lasting impact. If you're passionate about building meaningful client relationships, providing exceptional service, and helping clients navigate complex financial decisions, we want to hear from you. Key Responsibilities Build and maintain strong relationships with our valued clients, understanding their goals, risk tolerance, and financial priorities. Deliver customized financial and investment strategies that align with clients' long-term objectives. Partner with internal experts in financial planning, investments, and insurance Identify opportunities to grow client relationships and attract new business through referrals and networking. Stay current on market trends, regulations, and industry developments, communicating insights to clients. Ensure all client interactions and records meet compliance and fiduciary standards. Act as a trusted advisor to clients, delivering exceptional service and ensuring their investment objectives are aligned with their long-term financial goals. Requirements Bachelor's degree required ; Minimum of 4 years of experience as an Investment Adviser Representative (IAR) required ; CFP designation highly preferred; FINRA Series 65 license preferred but not required; Proven success in managing client relationships and delivering exceptional service. Strong knowledge of investment products, markets, and financial planning principles. Exceptional communication skills with the ability to simplify complex financial concepts. Highly organized, client-focused, and results-driven. Successful completion of a background and credit check. Benefits We offer a comprehensive benefits package including: 401(k) retirement plan 401(k) match Health insurance Dental insurance Vision insurance Flexible spending accounts Life insurance Disability insurance Paid time off Parental leave Why Join Us? Growth Opportunities: We invest in the professional development of our team members, offering training and career advancement pathways. Collaborative Culture: Work in a supportive and innovative environment where your contributions are valued and recognized. Competitive Compensation: Enjoy a comprehensive compensation package that rewards your expertise and dedication. If you are a highly motivated and results-driven professional ready to make a meaningful impact, we encourage you to apply. Join us in shaping the future of Grimes and in delivering an unparalleled experience to our clients! Salary Description $110,000-$200,000 per year

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Financial Assistance Advisor will work at ECPI University's Lake Mary/Orlando, FL campus location. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelor's and Master's Programs. Our culture is to prioritize our students' success through the support of our dynamic team and industry focused curriculum. Visit *********************** to learn more about how you can help people improve their lives through education. Position Summary Are you seeking a financial advising career at a university that promotes the enhancement of each student's professional and personal life through education? Then a career as a Financial Assistance Advisor with ECPI University may be for you!! The Financial Assistance Advisor is responsible for providing financial aid support and advising services to both incoming and existing students. This position oversees the daily processing flow and communicates updates to assigned students working through the Financial Aid Office. Advisors must possess critical-thinking skills and use a variety of communication methods and analytical skills to guide and encourage students through the financial aid process. Advisors must build and foster strong relationships with students to support their educational goals. Responsibilities Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the needs and situation of the student. Collects and/or analyzes financial data on students to determine financial aid eligibility and makes awards within federal, donor and/or institutional guidelines. Evaluates unusual/mitigating circumstance documentation or information provided by the student; exercises judgment by making adjustments or revisions to costs, contribution, need or dependency status as exceptions to the prescribed process. Answers questions, inquiries or requests from students, parents, or guardians in person or in writing regarding financial aid programs and eligibility. Analyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. Interfaces with students and lenders, employers and/or Student Services staff to resolve concerns. Qualifications Education/Experience Bachelor's degree preferred. 2-3 years of related experience. Any equivalent combination of education, experience, and/or training. Skills/Abilities Proficiency in Microsoft Office. Proficiency in CampusVue Student database, preferred. Utilizing AI tools preferred. Well-developed oral and written communication skills. Excellent organizational and analytical skills. Ability to quickly master new methodologies, technologies, and systems. Ability to handle a high-pressure environment with significant timeline pressures. Able to interact with employees, potential students, and outside contacts of all levels, providing excellent customer service. Ability to work independently and with a team as well as with various constituents. Benefits of Employment ECPI University provides a comprehensive benefits program designed to help our faculty and staff stay healthy, feel supported, and maintain a work/life balance. To learn more about benefits at ECPI University, click HERE. Committed to excellence and innovation, ECPI University is proud to be an equal opportunity employer.

Job DescriptionSalary: Investor Relations Specialist Onsite Maitland, Florida RedChip is a 30-year leader in small-cap investor relations, connecting emerging growth companies with the institutional, family office, RIA, and retail investor communities. Our platform integrates disciplined investor targeting with national television, digital media, and proactive outreach. The Role: This is a high-activity, phone-driven role focused on building investor pipelines, managing accounts, and driving consistent engagement for a portfolio of public-company clients. You will serve as a frontline representative of our clients, introducing their investment story to the market, qualifying investor interest, and supporting relationship development through structured follow-up. The position is onsite only at our Maitland, Florida headquarters. Key Responsibilities: Phone Sales & Pipeline Development: Conduct high-volume outbound calling to stockbrokers, RIAs, family offices, accredited investors, and hedge funds. Communicate each clients value proposition with clarity and confidence; secure investor meetings and follow-up commitments. Qualify leads using a structured discovery process (AUM, sector fit, investment mandate, liquidity needs, risk appetite). Maintain daily activity, call logs, pipeline progress, and funnel metrics in HubSpot. Convert warm leads into recurring engagement, tracking movement from initial interest to meeting, follow-up, and continued diligence. Account Management: Manage day-to-day execution for assigned client accounts; ensure all outreach, reporting, and deliverables stay on schedule. Coordinate investor meetings, webinars, and roadshow calls; prepare agendas, talking points, and post-meeting summaries. Serve as the main point of contact internally for client program progress, investor feedback, and campaign effectiveness. Identify risks or bottlenecks early and proactively communicate solutions to internal teams and client executives. Track client exposure across all channels - calls, emails, media segments, digital distribution - to ensure consistency in messaging. Investor Materials & Messaging: Support creation and refinement of investor-facing materials: outreach scripts, value-prop language, fact sheets, investor decks, and meeting prep documents. Ensure all scripts and materials align with client strategy and key catalysts. Qualifications: Bachelors degree. Phone-based sales or outreach experience required (inside sales, business development, financial services, brokerage, or IR preferred). Strong communication and active-listening skills; ability to deliver concise, persuasive pitches. Process-driven, organized, and accountable - comfortable managing multiple client accounts simultaneously. Experience with CRM systems (HubSpot preferred). Knowledge of capital markets and investor behavior is a strong advantage. Preferred but Not Required: Familiarity with public-company reporting (10-K/10-Q/8-K) and earnings cycles. Exposure to investor targeting, 13F analysis, or financial modeling. Experience supporting sales or IR programs through coordinated media and digital channels. What Success Looks Like in the First 90 Days: Establish reliable call volume, follow-up cadence, and clean CRM workflows. Build initial investor pipelines for assigned clients, with clear qualification notes and scheduled meetings. Deliver organized reporting and support client communications with professionalism and precision. Demonstrate the ability to represent client stories accurately, consistently, and persuasively on the phone. Why RedChip: Direct interaction with CEOs, CFOs, and senior executives across multiple industries. A performance-driven culture where strong phone sales and account management skills translate into visible results. Structured training across investor targeting, messaging, and capital markets fundamentals. Healthcare, 401(k) with company match, PTO, and additional standard benefits.

Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: * Experience selling investments and providing financial plans * Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth * Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents * Ability to partner and promote lead generation * Manages goals, prioritizes tasks and comfortable working in a fast paced environment * Ensures all new & existing clients are provided with a planning experience * Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed * Implements and executes a differentiated service model/experience for TD Wealth clients * Meets quarterly and annual sales goals * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in thorough manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff * Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Is involved in the community and support TDBG charity and community initiatives Education & Experience: * Bachelor's degree strongly preferred * 2+ years of providing advice, planning and investment sales * SIE, Series 7, Series 63 required * Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals * Advanced understanding of wealth products and services * Strong verbal and written communication skills * Strong organizational and time management skills * Ability to travel within assigned market to meet prospects, clients and partners five days a week * Ability to commute within assigned territory * Strong understanding of wealth management business development techniques * Strong understanding and experience interacting with retail and small business banking clients * Consultative sales experience required * Demonstrated ability to establish relationships and partner effectively with other departments * Proven ability to achieve sales goals Customer Accountabilities: * Understands and supports the Bank's Customer Service Strategy * Considers the impact of decisions on the well-being of TD, its Customers and stakeholders * Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity * Models quality service delivery at every interaction * Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: * Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience * Participates fully as a member of the team and contribute to a positive work environment * May provide leadership, training, and guidance to other team members * Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest * Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: * This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. * Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. * Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Continuous * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Occasional * Squatting - Occasional * Bending - Occasional * Kneeling - Occasional * Crawling - Occasional * Climbing - Never * Reaching overhead - Occasional * Reaching forward - Occasional * Pushing - Occasional * Pulling - Occasional * Twisting - Occasional * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their experience to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope: Experience selling investments and providing financial plans Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents Ability to partner and promote lead generation Manages goals, prioritizes tasks and comfortable working in a fast paced environment Ensures all new & existing clients are provided with a planning experience Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed Implements and executes a differentiated service model/experience for TD Wealth clients Meets quarterly and annual sales goals Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners Executes in thorough manner that is compliant with regulations, policies and procedures Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) Ensures all Continuing Education requirements are attained Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm Represents TD Wealth to the general public in a professional manner Is involved in the community and support TDBG charity and community initiatives Education & Experience: Bachelor's degree strongly preferred 2+ years of providing advice, planning and investment sales SIE, Series 7, Series 63 required Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals Advanced understanding of wealth products and services Strong verbal and written communication skills Strong organizational and time management skills Ability to travel within assigned market to meet prospects, clients and partners five days a week Ability to commute within assigned territory Strong understanding of wealth management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability to establish relationships and partner effectively with other departments Proven ability to achieve sales goals Customer Accountabilities: Understands and supports the Bank's Customer Service Strategy Considers the impact of decisions on the well-being of TD, its Customers and stakeholders Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity Models quality service delivery at every interaction Leads and contributes to the ongoing improvement of the partner / Customer experience Employee/Team Accountabilities: Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and create an extraordinary employee experience Participates fully as a member of the team and contribute to a positive work environment May provide leadership, training, and guidance to other team members Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest Actively shares information and knowledge, and proactively learn from the expertise of other OCC Language: This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Continuous International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Occasional Squatting - Occasional Bending - Occasional Kneeling - Occasional Crawling - Occasional Climbing - Never Reaching overhead - Occasional Reaching forward - Occasional Pushing - Occasional Pulling - Occasional Twisting - Occasional Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: * Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: * Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. * Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Sets and accomplishes goals, achieving whatever you put your mind to. * Builds and nurtures strong relationships. * Collaborates effectively with others to get things done. * Communicates effectively and confidently and is comfortable engaging all clients. * Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. * Likes to learn, adapts to new information and seeks the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: * Strong computer skills with an ability to multitask in a demanding environment. * At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40

Job DescriptionAutomotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart - Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: Arrange bank financing Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs Provide customers with thorough explanation of contract, aftermarket products and extended warranties Establish and maintain strong working relationships with several financial sources, including the manufacturer Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: College degree is preferred Active Florida notary or ability to obtain Strong background in retail sales or hospitality, automotive finance experience a plus Experience offering various financial products preferred Strong CSI scores Strong history of selling AMO (After Market Options) Reliable Transportation Valid driver's license with acceptable driving record Acceptable background and drug screening Supervisory Responsibilities: None Job Type: Full-Time Benefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vison Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount Program Schedule: Ability to work a flexible schedule Pay: Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************

Job Title Finance Department Intern At Wycliffe Bible Translators, your work is more than just a job. As the assistant Financial Analyst Intern, you'll play a vital role in advancing Wycliffe's mission by supporting the day-to-day operations of Wycliffe's Finance Department. This internship offers hands-on experience in member accounting and financial operations. You'll help support the team with Salesforce GAU management, monthly transaction recording, resolving accounting questions, and assisting with month-end processes. You'll partner with Corporate Accounting and Member Finance leadership and other team members to: - Champion accuracy, timeliness and integrity across financial processes, reporting and communication. - Handle financial data and interactions with professionalism, discretion and care. - Strengthen a collaborative, people-centered culture that values excellence and continuous improvement. Job Description Overview of Financial Team The Financial Services team focuses on our customers - both internal and external. The team ensures that all expenses are processed accurately and in a timely manner. The team also follows up on any queries that are generated. Responsibilities You'll make an impact as you: Faithfully and regularly pray for the ongoing work of Bible translation and for people from around the world to experience transformation. Act as an organizational representative presenting the global ministry of Wycliffe and encouraging interested individuals, organizations and churches to participate in the work of Bible translation. Live out the conviction that “work flows through relationship” by passionately “loving God and loving people” through word and deed. Promote team and organizational culture standards, ensuring high customer service standards. Work alongside the Manager, Financial Services and Director, Member Finance and other team members to support overall team objectives. Assist with member accounting activities, including the setup, maintenance and termination of Salesforce member ministry GAUs (General Accounting Units). Assist with the monthly recording of member transactions. Liaise with the Member Finance department to ensure all accounting issues are resolved. Working closely in collaboration with the Financial Services team to ensure that all month-end processes related to Member Finance are completed. Perform other duties as assigned by the Financial Services Manager. Minimum Skill Sets The requirements listed below represent the knowledge, skill and/or ability necessary to perform each duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the following essential functions: Spiritual Bona Fide Occupational Qualification (BFOQ): Demonstrates desire and ability to support corporate biblical and religious goals and participate in regular work-related spiritual activities without reservation as evidenced by your active participation and willingness to pray with and for others; be a consistent witness for Jesus Christ, maintaining a courteous, Christ-like attitude in all verbal and written, internal and external professional communications. Relationship Building: Effective at relationship-building with the ability to partner effectively within the department and with other directors and global teams. Works comfortably in both mono- or cross-cultural situations, winning cooperation through awareness and sensitivity to people's needs. Customer Focus: Enthusiastic about providing high-quality customer service. Committed to high-quality work and prompt attention to the delivery of results. Information Management and Confidentiality: Handles confidential information responsibly to maintain trust of internal and external customers. Maintains communications and information confidentiality as per applicable laws, ethical guidelines, and instructions. Attention to Detail: Works in a conscientious, consistent and thorough manner. Demonstrates concern for thoroughness and accuracy, verifying that work has been done according to procedures and standards. Communication and Interpersonal Skills: Good verbal and written communication skills with the ability to edit own work for spelling and grammar. Solid interpersonal skills in relating to people at all levels and diverse backgrounds. Ability to participate in meetings. Adaptability: Adapts to changes in the work environment, including working with diverse individuals or groups. Modifies approach or methods to fit the situation. Remains flexible and composed when facing frequent change, delays or unexpected events. Job Knowledge: Demonstrates willingness to learn and develop skills in using tools, conducting research, and applying administrative and recruiting best practices relevant to the role. Technical Skills: Basic proficiency in tools such as Google Workspace (Gmail, Calendar, Sheets, Docs, Drive, Slides, etc.), Microsoft Office Suite (Word and Excel). Familiarity with email platforms, Slack and video conferencing software such as Zoom. Ability to conduct internet research and quickly learn new software as needed. Knowledge of basic accounting principles is advantageous. Education & Experience Currently enrolled in or a recent graduate of a bachelor's program in accounting or finance, business administration, nonprofit management, ministry or a related field. Nonprofit, ministry or recruiting work experience is preferred. Familiarity with diverse staff types and ministry service is beneficial. Spiritual and Personal Commitments: As a religious organization and employer, Wycliffe is permitted to and does make employment decisions on the basis of religion, biblical standards and our religious beliefs. You'll be asked to: Demonstrate a personal commitment to Jesus Christ, as evidenced by your personal testimony. Identify with and participate in a church and proactively seek to grow your faith in Christ. Establish and maintain a team of prayer partners who will support you in your season of ministry at Wycliffe (minimum 3-5 partners). Actively participate in corporate prayer and devotional times. Maintain an exemplary standard of biblical ethics, behavior and conduct within Wycliffe and in your public and private life outside of Wycliffe. Agree to abide by Wycliffe's ethics, behavior and conduct standards at all times. Demonstrate Christ-like maturity in all interactions as displayed by good judgment based on biblical values and principles. Actively incorporate your faith in Christ, as well as Wycliffe's beliefs and core values, in all aspects of your daily work. Guided by your faith in Christ, demonstrate these core competencies in daily work and interactions: Faithful in following Christ. (See John 8:31-32, Prov. 3:5-6.) Follow Christ faithfully, allowing Scripture to guide decisions, and continually grow in relationship with God and His people. Intentional in collaboration with humility. (See 1 Cor. 3:5-9, Col. 3:12.) Collaborate intentionally to accomplish work goals, demonstrating a commitment to cross-departmental, inter-organizational and cross-cultural teamwork. Agile in learning. (See Prov. 1:5, Phil. 1:9-10.) Demonstrate a dedication to personal and professional growth within a culture that values continuous learning, individually and collectively. Excellent in stewardship. (See 1 Cor. 4:2, 1 Peter. 4:10.) Participate in God's work, stewarding His resources responsibly with urgency and excellence. Proactive in discernment. (See John 5:17, 19; Matt. 6:33.) Seek to discern where and how God is at work. Align our efforts with His purposes. Compensation The pay range for this position is $20.00 hourly. The compensation for this position is based upon and considers Wycliffe's non-profit ministry environment. About Wycliffe Bible Translators For over 80 years Wycliffe Bible Translators, Inc. has been committed to ensuring that people “from every nation, tribe, people and language” (Revelation 7:9) have access to God's Word in a language and format they can clearly understand. We believe that accurate, clear and natural translations of the Bible in accessible formats lead to people entering into life-transforming relationships with God. Wycliffe is a catalyst in the global Bible translation movement, engaging with thousands of partners around the world to collaboratively carry out this work. Wycliffe's vision is that people from every language will understand the Bible and be transformed. Our mission is to serve with the global body of Christ to advance Bible translation so people can encounter God through His Word. Wycliffe is a distinctly Christian community where you can flourish by using your God-given talents and abilities to serve and support the ministry of Bible translation. Your employment with Wycliffe is not merely a vocation; it is responding and making a commitment to actively participate in what He's doing around the world. Your faith, prayers, skills and experiences are foundational to contributing and witnessing God's Word impacting people around the world. This is a once-in-eternity opportunity! We believe the Bible is the inspired Word of God and is completely trustworthy, speaking with supreme authority in all matters of belief and practice. Wycliffe's beliefs and core values can be found here. An exemplary standard of ethics, behavior and conduct that reflects biblical principles are lived-out by all staff. As an active partner in fulfilling the Great Commission, Wycliffe staff embrace and adhere to Wycliffe's beliefs and core values, all of which are essential to Wycliffe fulfilling its Bible translation mission. Prayer undergirds Bible translation and is foundational to Wycliffe's work culture. Our work atmosphere provides numerous opportunities, individually and corporately, to actively live out your faith in Jesus Christ as you work heartily as to the Lord. Come use your God-given gifts and contribute to what God is doing around the world through Bible translation!

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you * Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. * Get training and one-on-one coaching from Academy managers who are invested in your success. * Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. * Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. * Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. * Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. * Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: * Aptitude in obtaining required industry licenses. * Must be self-disciplined in managing time and capacity. * Experience in cultivating client relationships, accessing needs and recommending solutions. * Success creating strong peer relationships through effective communication and collaboration. * Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment. * Executes multiple tasks simultaneously. * Learns and adapts to new technology or applications. Desired Qualifications: * Currently holds FINRA Securities Industry Essentials (SIE) * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Skills: * Client Experience Branding * Client Solutions Advisory * Investment Management * Pipeline Management * Referral Management * Client Management * Customer and Client Focus * Portfolio Management * Prospecting * Referral Identification * Business Acumen * Executive Presence * Oral Communications * Risk Management * Trading Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Schedule: Monday - Fridays and rotating Saturdays Shift: 1st shift (United States of America) Hours Per Week: 40

Automotive Finance Representative - Holler Classic Holler and Classic Family Collection of Dealerships is adding to our Team resulting in an immediate need for a strong candidate to fill a Finance Representative a position Holler-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 12 dealerships serving the Central Florida market, has been proudly family-owned since 1938. Our Buy Smart Be Happy brand promises include Our Best Price First, Pure and Simple and Commission-Free Sales. Assist customers in completing all the necessary paperwork to complete a vehicle purchase. Accurately complete DMV transactions, Bank Contracts, and all the legal documents involved in a motor vehicle transaction. Offer aftermarket products including extended warranties using a Menu based presentation. Complete the transaction while maintaining the highest levels of customer satisfaction while being compliant with all company policies. Maintain compliance with all State and Federal Regulations. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Automotive Finance Representative Essential Duties and Responsibilities include the following: Arrange bank financing Identify and sell appropriate aftermarket products, such as GAP coverage and maintenance programs Provide customers with thorough explanation of contract, aftermarket products and extended warranties Establish and maintain strong working relationships with several financial sources, including the manufacturer Processes finance and lease deals accurately through appropriate financial sources, ensuring 100% compliance with all local, state and federal laws and regulations Understands and complies with all federal, state and local regulations and processes related paperwork in a timely and efficient manner Provides customer with complete explanation of manufacturer and dealership services procedures and policies Minimum Qualifications: College degree is preferred Active Florida notary or ability to obtain Strong background in retail sales or hospitality, automotive finance experience a plus Experience offering various financial products preferred Strong CSI scores Strong history of selling AMO (After Market Options) Reliable Transportation Valid driver s license with acceptable driving record Acceptable background and drug screening Supervisory Responsibilities: None Job Type: Full-Time Benefits: 401(k) & 401(k) Matching Employee Assistance Program Health Insurance Dental Insurance Vison Insurance Life Insurance Flexible Spending Account Paid Time Off After 6 months Referral Program Associate Discount Program Schedule: Ability to work a flexible schedule Pay: Pay will be discussed during the interview Holler and Classic Family Collection of Dealerships is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. We participate in the E-Verify program. Upon an applicant's request, Holler and Classic Family Collection of Dealerships will consider reasonable accommodation to complete the application process. ********************************************************************************************

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.